EisnerAmper Podcast
Employee Benefit Plans
Episodes
Tuesday Apr 25, 2023
Benefit Plan M&A: M&A Impact on Plan Participants
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
In the final episode of our three part series on benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James highlight the key considerations for plan fiduciaries need to consider when guiding benefit plan participants.
Tuesday Apr 18, 2023
Benefit Plan M&A: M&A Impact on Benefit Plan Operations
Tuesday Apr 18, 2023
Tuesday Apr 18, 2023
In the second of our three part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James address the implications of plan mergers and terminations on how plan sponsors operate on a day to day basis.
Wednesday Apr 05, 2023
Benefit Plan M&A: M&A Considerations
Wednesday Apr 05, 2023
Wednesday Apr 05, 2023
In the first of three-part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James discuss trends in the M&A marketing and items plan sponsors should consider when merger benefit plans.
Wednesday Mar 01, 2023
Communication with Third Party Administrators and Plan Changes
Wednesday Mar 01, 2023
Wednesday Mar 01, 2023
In the final episode of EisnerAmper’s three part series on top employee benefit plan audit issues, Brenda and Mark discuss the importance of communication between the plan sponsor and third party administrators, as well as how to effectively work with your auditors and plan administrators.
Thursday Feb 09, 2023
The Importance of Reconciling Information and Discrepancy Next Steps
Thursday Feb 09, 2023
Thursday Feb 09, 2023
In the second episode of EisnerAmper’s three-part series on the top employee benefit plan audit issues, Brenda DeSaro and Mark Deters discuss census and payroll inconsistencies, as well as dealing with discrepancies in the plan audit.
Monday Jul 20, 2020
Employee Benefit Plan Issues in the Age of COVID-19
Monday Jul 20, 2020
Monday Jul 20, 2020
We conclude this four-part series on employee benefit plan issues with Denise Finney who discusses the need for the timely remittance of participant contributions, possible delays, plan safe harbors, and a look forward at the employee benefit plan ecosystem in the new normal.
Wednesday Jun 10, 2020
Employee Benefit Plan Distributions Under the CARES Act
Wednesday Jun 10, 2020
Wednesday Jun 10, 2020
In this episode, Denise Finney, a partner in EisnerAmper’s Pension Services Group, discusses plan distributions under the CARES Act. She also talks about the option of taking loans against a plan and a possible spike in defaults. Denise concludes this segment with some plan distribution best practices for both companies and participants.
Tuesday Jun 02, 2020
Pension Plan Terminations
Tuesday Jun 02, 2020
Tuesday Jun 02, 2020
In episode two of our conversation with Denise Finney, a partner in EisnerAmper’s Pension Services Group, she tells us about the pension plan termination process, possible unintended consequences for plan providers, tax implications, and advice to help mitigate risk when performing a full or partial plan termination.
Friday Jul 26, 2019
A Sage Look at Employee Benefit Plans
Friday Jul 26, 2019
Friday Jul 26, 2019
In this podcast, Partner-in-Charge of EisnerAmper’s Pension Services Group Diane Wasser talks about today’s many complex challenges facing employee benefit plan administrators. Diane also shares her time-tested guiding principles, the current state of the pension sector, and a pair of real-life case studies.